Create prospects in Bind ERP from new contacts in Microsoft Dynamics 365 CRM
Easily streamline your CRM and ERP processes with this efficient workflow. When a new contact is added to Microsoft Dynamics 365 CRM, this automation will create a prospect in Bind ERP, saving you time and ensuring that your sales and accounting teams are working with the most up-to-date information. Stay organized and focused on what matters most - building strong relationships with your clients and growing your business.
Easily streamline your CRM and ERP processes with this efficient workflow. When a new contact is added to Microsoft Dynamics 365 CRM, this automation will create a prospect in Bind ERP, saving you time and ensuring that your sales and accounting teams are working with the most up-to-date information. Stay organized and focused on what matters most - building strong relationships with your clients and growing your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Prospect
Creates a new prospect.
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